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| Provider | Service type | Compensation |
|---|---|---|
KERBER, ECK & BRAECKEL LLP10+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 3266 LEXINGTON AVE · CAPE GIRARDEAU, MO 63701 | Accounting | $37,750 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $20,811 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,863 | $76,172-94.9% | $81,353-95.3% | $199,960-98.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.5%+30.5pp | 72.0%+28.0pp |
| Annual return | 2.83% | 15.59%-12.8pp | 24.82%-22.0pp | 34.28%-31.5pp |
| Employer contribution / active EE | $382 | $2,800-86.4% | $2,464-84.5% | $3,036-87.4% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,885-100.0% | $5,087-100.0% |
| Admin fee / account holder | $21 | $146-86.0% | $5,766-99.6% | $269-92.4% |